The step-by-step guide to import your products into haddock.
If you don't have any of your products uploaded to haddock yet and can't wait to start creating your bill of materials, you have two options:
1. Upload the delivery notes/invoices from your suppliers and wait for them to be digitised. Check here how to do it.
Import the products with a template that you can download from the 🍎 Products tab. Here's how to do it:
- Download the template you will find in the 🍎 Products module, by clicking on the Import products button.
- Open it with your computer's spreadsheet editor and fill in the fields with the necessary information. Help yourself with the legend that you will find in the same template.
Important! Make sure that all the mandatory columns are entered, otherwise the import will give you an error. We recommend that whenever possible, you enter the code that your supplier has (the one that comes on their delivery notes or invoices) to facilitate the assignment with other documents.
👉 Once filled in, make sure you save it in xlsx format or, if you do it from Numbers on Mac, export it in Excel format.
Two of the particularly important points are:
Product name→ The product name must be the same as on the supplier's invoice/delivery note. If it is not the same, it will not be able to be merged with future purchases that are digitised.
Supplier VAT number → If the products you are importing do not have their supplier created in haddock, the suppliers will be created at the time of import. The VAT number is crossed with our internal database and the supplier profile is completed with all the information, you can see them in the 🚚 Suppliers tab.
If the upload is complete, you will be able to see all products in the 🍎 Products tab.
If, on the other hand, something is wrong, the products will not be uploaded and the error message will be displayed. In this case, we recommend that you check the template again and make sure that the products are correct: